>> i think healthcare is still reasonably attractive. it is not as cheap as it used to be. i like technology. u.s. corporations that this while using technology. i like energy. my way of siding with it is to buy the big energy companies. i think they are extremely attractive. liz: john, are you worried about housing? >> i worry a little bit about housing. you had five years of household information. markets are beginning to clear. i will just let that happen. liz: there is some opportunity. george, what do you like? in your opinion, is any point on the yield curve and opportunity? >> the way we have been characterizing it for quite some time is the long-term investor having enough cash to kind of world. it keeps instruments and you have your long-term allocation to credit and high yield. those are the areas that still pay enough yield. over time, we will see rates rise and drop at the same time. in the short term trading environment and maybe if we took ten-year treasuries back about 2.1, we would actually be buying here. liz: i feel like if you own the stock and you got th